- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
- Bachelor's degree in business administration, finance, or related field is required
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Associate Financial Planner
3 weeks ago
Equitable Advisors LLC Portsmouth, United States· Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowl ...
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Associate Financial Planner
2 weeks ago
Equitable Advisors LLC Portsmouth, United StatesAre you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledg ...
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Associate Financial Planner
4 weeks ago
Equitable Advisors - Southern New Hampshire Portsmouth, United StatesJob Description · Job DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationshi ...
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Financial Planner, Mid
2 days ago
BOOZ, ALLEN & HAMILTON, INC. Suffolk, United States Full timeFinancial Planner, Mid · The Opportunity: · The right mixture of great ideas and funding can create change. In a complex organization, allocating funding to where it can be most effective can be challenging. That's why we need you, a financial analyst who can navigate the require ...
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Financial Planner, Mid
3 weeks ago
BOOZ, ALLEN & HAMILTON, INC. Suffolk, United StatesFinancial Planner, MidThe Opportunity:The right mixture of great ideas and funding can create change. In a complex organization, allocating funding to where it can be most effective can be challenging. That's why we need you, a financial analyst who can navigate the requirements, ...
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Wealth Management Assoc.
3 weeks ago
Equitable Advisors Portsmouth, United StatesResponsibilities · Our team of Financial Professionals strive to provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service. You will have the opportunity to optimize your excellent interpersonal skil ...
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Senior Accountant
2 weeks ago
Moffatt & Nichol Norfolk, United StatesMoffatt & Nichol specializes in large complex waterfront infrastructure projects and is recognized as one of the worldwide leaders in this field. We are actively looking for a Senior Accountant to join our Accounting team. · As part of the Accounting Group, the Senior Accountant ...
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Vice President, Assortment Planning
2 weeks ago
Dollar Tree Stores Chesapeake, United StatesThe VP of Assortment Planning will lead the team responsible for developing and executing assortment plans aligned with Dollar Tree's overall strategy. The role is pivotal to Dollar Tree's success, accountable for the processes and strategy related to assortment planning, and in- ...
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Production Controller II
2 weeks ago
Three Saints Bay, LLC Norfolk, United StatesEagle Harbor, LLC, a subsidiary of Three Saints Bay, LLC and Federal Government Contractor industry leader, is seeking a Production Controller II to join our team in Norfolk, VA. · Position Responsibilities: · Be required to comply with the latest revision of COMUSFLTFORCOM ...
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Private Client Relationship Manager
4 weeks ago
Citizens Financial Group, Inc. Portsmouth, United States· At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellentcapabilities. Citizens is the bank that stan ...
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Entry-Level Financial Professional
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Equitable Advisors - Southern New Hampshire Portsmouth, United StatesJob Description · Job DescriptionWe are seeking an eager, strategic, and definitive Financial Advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their ...
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Noblis Norfolk, United StatesResponsibilities Surface Maintenance and Engineering Planning Program (SURFMEPP) was established to provide centralized surface ship life cycle maintenance engineering, and class maintenance planning and management. SURFMEPP's primary mission is to maintain and modernize in-servi ...
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Material planner and coordinator
2 weeks ago
BAE Systems USA Norfolk, United States**Job Description** · What s it like working for an innovative company that takes on some of the world s most important challenges? Rewarding. As part of our ship repair division, you can help us ensure the integrity and reliability of some of our most important products. Right ...
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Lead Electrical Engineer
2 weeks ago
WSP Portsmouth, United StatesWSP USA · Lead Electrical Engineer · Virginia Beach , · Virginia · Apply Now · WSP is currently initiating a search for a · Lead Electrical Engineer · for our · Washington DC · office. The following location will also be considered: · Virginia Beach, VA. · Be involved ...
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General Merchandising Team Manager
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Merchandise Planner
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Dollar Tree Stores Chesapeake, United StatesJoin the company changing the retail industry one dollar at a time Dollar Tree is the nations largest retailer by store count, and we are searching for an energetic, creative and visionary Assortment Planner who will help us continue to provide the best variety of products for on ...
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SURFMEPP Corrosion Planning Specialist
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Associate Director, Planning and Allocation
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Wayfair Norfolk, United StatesWayfair · Associate Director, Planning and Allocation · Boston , · Massachusetts · Apply Now · Wayfair is a powerful brand with exceptional depth and breadth of product; we believe there is a white space in the brick-and-mortar market to create a differentiated retail experi ...
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SURFMEPP Corrosion Planning Specialist
2 weeks ago
Noblis, Inc. Norfolk, United StatesResponsibilities · Surface Maintenance and Engineering Planning Program (SURFMEPP) was established to provide centralized surface ship life cycle maintenance engineering, and class maintenance planning and management. SURFMEPP's primary mission is to maintain and modernize in-ser ...
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Regional Sales Director
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Trustmark Norfolk, United StatesTrustmark · Regional Sales Director - Southwest · Boston , · Massachusetts · Apply Now · Trustmark's mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by buil ...
Associate Financial Planner - Portsmouth, United States - Equitable Advisors - Southern New Hampshire
Description
Job Description
Job DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today
Compensation:$75,000+ at plan
Responsibilities:Our mission is to provide financial security and peace of mind through our insurance, annuity, and financing solutions.
We act with integrity and humanity in all our interactions with policyholders and one another. The ground in both confidence and humility, we serve as stewards for the long term. We are here for good. Everything we do has one overriding purpose: to be there when clients need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve financial security.
